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Attendance in Meeting Minutes

Attendance in Meeting Minutes

Learn how to record and edit detailed attendance, within free-form minutes, during the meeting and after.
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Written by Jocelyn Gombos
Updated over a week ago

TABLE OF CONTENTS

I. Add Attendance Section to the Minutes

II. Record and Edit Attendance within Minutes

III. Move Location of Attendance Section

IV. Delete Attendance Section

I. Add Attendance Section to the Minutes

Minutes can be started and taken from the meeting page or during a Spotlight meeting, and attendance can be recorded within the minutes. Only Meeting Owners and Meeting Collaborators can take attendance.

To add an Attendance section to the minutes:

i. From Meeting Page

Note: in order to Take Minutes from the meeting page, an Agenda must exist.

  1. Navigate to the meeting page

  2. Click Take Minutes or Edit Minutes from the meeting page menu

    1. If Edit Minutes was clicked, skip to step 3

    2. If Take Minutes is not available, create an agenda, then click Take Minutes

      1. Click Start from the agenda or Start from scratch

  3. Click on the lock icon to get started

  4. Click the + to get a drop-down menu

    1. To reveal the plus sign

      1. Click where it says Start typing... or

      2. Click on a section that already exists or

      3. Click anywhere at the bottom of the page

  5. Click Attendance from the drop-down

ii. From Spotlight

In Boardable Spotlight or Spotlight with Zoom meetings, the attendance can be taken within the meeting, while taking minutes. To take attendance from Spotlight:

  1. Navigate to the meeting page

  2. Click the Join Meeting button

  3. Click the edit icon

  4. If minutes are already created, skip to step 5

    1. If minutes have not been created yet, click Start from the agenda or Start from scratch

  5. Click on the lock icon to get started

  6. Click the + to get a drop-down menu

    1. To reveal the plus sign

      1. Click where it says Start typing... or

      2. Click on a section that already exists or

      3. Click anywhere at the bottom of the page

  7. Click Attendance from the drop-down

II. Record and Edit Attendance within Minutes

Once the Attendance section has been added (as explained in the previous section), the attendance for the meeting can be recorded.

To record and edit attendance:

  1. Click the drop-down next to each invitee's name to select the appropriate option

    1. Note that all member invitees will be listed separately from the guests

  2. Type any notes deemed applicable in regards to the member and / or attendance

    1. If in Spotlight and Notes are not viewable, expand the left panel (click on the 3 dots, hold down the mouse button, and move to the right)

  3. Editing options available - click section menu (4 dots)

    1. Hide Attendance in view

    2. Hide Notes in view

    3. Move up or down (click the up or down arrow)

    4. Delete (click the X)

  4. Click Only you can edit when finished with editing, this releases the lock on minutes so someone else can edit

III. Move Location of Attendance Section

To move the location of the Attendance section:

  1. Click on the section menu (4 dots that appear in the upper right) when working on attendance

  2. Click the up or down arrows that appear in the drop-down to move the section up or down within minutes

IV. Delete Attendance Section

Important Note: If the Attendance section is deleted, any attendance information, and notes recorded, will be permanently deleted.

To delete the Attendance section:

  1. Click on the section menu (4 dots that appear in the upper right) when working on attendance

  2. Click the X that appears in the drop-down

  3. Click the X again after it turns red to permanently delete the section

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